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Strive Financial Group’s J.M. Smucker SJM Stock Holding History

Strive Financial Group’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.1K Sell
410
-708
-63% -$72.1K 0.02% 281
2026
Q1 		$108K Hold
1,118
– – 0.06% 154
2025
Q4 		$109K Buy
+1,118
New +$116K 0.06% 155

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strive Financial Group's SJM Position: Q2 2026 in Review

Strive Financial Group reduced its J.M. Smucker (SJM) stake by 63% in Q2 2026, selling an estimated $72.1K and leaving 410 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #281.

Strive Financial Group first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q4 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Strive Financial Group held 410 shares of J.M. Smucker worth $46.1K as of Q2 2026.
  • Strive Financial Group sold 708 J.M. Smucker shares in Q2 2026, an estimated $72.1K.
  • J.M. Smucker made up 0.02% of Strive Financial Group's portfolio in Q2 2026, its #281 holding.
  • Strive Financial Group first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's J.M. Smucker position peaked at $109K in Q4 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.